Endear
Endear

Beginner

Take your Endear skills to the next level with free, online training from Endear Academy. Use our quick, practical videos and related articles to learn everything you need to know about how to get the most out of Endear.

Messaging Customers with Endear

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Intro to Store Level Marketing

Best Practices for Messaging Customers

Learn about the retail communication funnel, store level marketing, and other best practices for sending messages to customers through Endear.

How to Send a Message to a Customer

How to Send a Message

In this video, you'll learn how to send a message to a customer through Endear the same way you would through your personal devices.

How to Create a Template

How to Create a Template

In this video, you'll learn how to create and save a message template. Templates are a great way to ensure that your team is using the right language while also speeding up their outreach.

How to Send a Bulk Message to an Entire Segment of Customers

How to Send a Message to an Entire Segment of Customers

In this video, you'll learn how to send a message template to an entire segment or list of customers.

Get to Know Endear

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Intro to the Home Page

Intro to the Home Page

Take a tour of the Home page in Endear. Your Home page can give you a recap and easy access to the rest of your Endear account activity.

Customer Segments Tour

Intro to Customer Segments

Take a tour of the customer segments section of Endear. Segments are dynamic lists of customers you can build based on various behaviors or characteristics.

Customer Profile Tour

Intro to Customer Profiles

Take a tour of a customer profile in Endear. Customer profiles give you insight into customers' purchase history and who else from your team is working with this customer.

Intro to Messaging

Intro to the Messaging Inbox

Take a tour of the messaging section in Endear. Learn the basics on how to manage and monitor your inbox, send messages, and take advantage of shortcuts, drafts, and templates.

Quick Actions

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Quick Action: Add a customer

Quick Action: Add a new customer

Learn how to add a new customer directly from your dashboard. Ideal for building your client book on the go.

Quick Action: Leave a note

Quick Action: Leave a note

Learn how to add a new customer directly from your dashboard. Ideal for building your client book on the go.

Quick Action: My Inbox

Quick Action: My Inbox

Learn how to quickly access your inbox from the dashboard.

Quick Action: My Customers

Quick Action: My Customers

Connect with your assigned customers at scale and quickly by using our My Customers quick action from the Home page.